Why outsourcing file notes increases productivity – January 2019

In an ideal world, we’d all diligently write up our meeting notes. However, there simply isn’t enough time. We offer a secure service to dictate meeting notes, minutes and reports. We transcribe them and return by email. It’s simple to use, meets the security necessary for the financial sector, and increases productivity by saving 3-4 [...]

Why outsourcing file notes increases productivity – January 2019 2019-01-24T17:12:00+00:00

Contemporaneous file notes needed as evidence – January, 2019

A detailed, contemporaneous file note should be made of all verbal discussions with clients. File notes can be one of the most important documents in the event of a dispute or query with a client. A typical client complaint will involve some element of dispute in relation to the verbal discussions between the adviser and [...]

Contemporaneous file notes needed as evidence – January, 2019 2019-01-17T14:50:58+00:00

VoiceNotes goes live with Adviser LifeTalk – September, 2018

VoiceNotes & Adviser LifeTalk - September, 2018 VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]

VoiceNotes goes live with Adviser LifeTalk – September, 2018 2018-10-10T09:18:59+00:00

Tips to save time for busy professionals

We all know the drill - busy day, lots of meetings, calls that seem to last an age, barely a minute to grab a sandwich, no time to listen to lengthy voicemails, firing off a quick email response to a client while on the go, and then a rather unhelpful drive [...]

Tips to save time for busy professionals 2018-03-20T14:24:22+00:00

VoiceNotes at the FS Forum

VoiceNotes @ The Financial Services Forum 2017 VoiceNotes was delighted to attend the Financial Services Forum's event at Spital Square on the 5th October, where we spent time with marketing professionals within the financial sector. The core business proposition that - over our 10-year history - has secured VoiceNotes' reputation as the go-to resource [...]

VoiceNotes at the FS Forum 2018-03-12T12:31:01+00:00

VoiceNotes: a helping hand in a world where regulation is becoming stricter

VoiceNotes: Reg ‘tech’ with a face In a world where regulation is becoming stricter, we could all do with a helping hand, and there are many companies, services, products and tools for the job, including us. However, we have something extra to offer. VoiceNotes may not strictly be a piece of ‘technology’ – a [...]

VoiceNotes: a helping hand in a world where regulation is becoming stricter 2018-03-12T12:34:47+00:00

How VoiceNotes is working for IFAs, Financial Planners & Paraplanners

VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… “The service has enabled me, and the other director of Oakhouse Financial Services, to maximise our time in doing file notes, doing internal memos and also being able to send emails out. It’s been invaluable [...]

How VoiceNotes is working for IFAs, Financial Planners & Paraplanners 2019-03-19T10:16:24+00:00

MiFID II: How can firms meet recording requirements?

As is often the case with sequels, MiFID II is more ambitious, more expansive and arguably more confusing than its predecessor. However, with the January 2018 deadline fast approaching, firms throughout the financial sector are putting the necessary strategies in place to meet MiFID II's increased compliance requirements, which aim to safeguard market quality, [...]

MiFID II: How can firms meet recording requirements? 2018-03-12T12:35:03+00:00

Why Sales Teams Love VoiceNotes

We’re the best service when it comes to capturing those thoughts on the spur of a moment or details of a meeting. Most businesses need a record of their meetings for compliance purposes. Instead of scrambling for a scrap of paper to jot down notes or getting their secretary who’s already snowed under with [...]

Why Sales Teams Love VoiceNotes 2018-03-12T12:35:19+00:00